Portfolio demo. All data is synthetic and for illustration only.
Detected · Nov 2, 2026
Kenji Kowalski · Mass Affluent · 60-69 · Phoenix, AZ · Advisor Marcus Oyelaran
Why it fired
Rule: A new recurring deposit, or a recurring paycheck that changes by 8% or more.
Recurring deposits
Evidence (3)
Kowalski Consulting LLC
Sep 3, 2026 · U.S. Bank checking account
Kowalski Consulting LLC
Oct 3, 2026 · U.S. Bank checking account
Kowalski Consulting LLC
Nov 2, 2026 · U.S. Bank checking account
Every number above comes from the synthetic data that triggered this signal.
Suggested next step
“Kenji, I noticed new regular income coming in. Congratulations! Let's make sure the plan and your savings rate keep up with it.”
A prompt for a conversation, not financial advice.
Status: New